Ruby Olmos
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Ruby Olmos Email & Phone Number

Director of Engagement at WINA
Location: Chicago, Illinois, United States 8 work roles 2 schools
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Current company
Role
Director of Engagement
Location
Chicago, Illinois, United States
Company size

Who is Ruby Olmos? Overview

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Quick answer

Ruby Olmos is listed as Director of Engagement at WINA, a with 1031 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Ruby Olmos.

Ruby Olmos previously worked as Athlete Advisor (Sales Associate) at Wilson Sporting Goods Co. and Analyst at Rambler Investment Fund. Ruby Olmos holds Bachelor'S Degree, Finance, General, Junior from Loyola University Chicago.

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Profile bio

About Ruby Olmos

Ruby Olmos is a Director of Engagement at WINA. She possess expertise in analytical skills, microsoft excel, accounts payable, quickbooks, financial accounting.

Listed skills include Analytical Skills, Microsoft Excel, Accounts Payable, Quickbooks, and 1 others.

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Ruby Olmos's current company

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WINA
Wina
Director of Engagement
Chicago, IL, US
Website
Employees
1031
AeroLeads page
8 roles

Ruby Olmos work experience

A career timeline built from the work history available for this profile.

Director Of Engagement

Chicago, Il, Us

Analyst

Current

Chicago, Illinois, United States

• Conducted equity research on Copart Inc. (NYSE: CPRT) using Refinitiv, discounted cash flow model, economic drivers, risk factors, and comps analysis, which aligned with the fund’s investment thesis and macroeconomic outlook resulting in an allocation • Pitched a long position on Copart, Inc. earning selection as one of the top 4 out of 29 pitches to present to 100+ alumni, industry professionals, and Loyola’s investment committee in the external round

Aug 2024 - Present

Wealth Management Intern

Chicago, Illinois, United States

• Prepared client materials and assisted with marketing projects for financial advisors and the wealth planning team• Conducted strategic cold calls to generate qualified leads for Trailhead Retirement Group

Oct 2024 - Dec 2024

Investment Management Sales Associate

Chicago, Illinois, United States

• Researched RIAs to identify highest priority prospects for distribution of William Blair Funds • Created targeted prospect lists for internal and external U.S. sales team using Discovery Data, Salesforce CRM, and data visualization tools such as Tableau to enhance prospect engagement • Presented a potential pitch for William Blair’s U.S. Equity Small Cap Growth Fund, showcasing strong communication skills to interact with potential buy-side clients such as financial advisors, wholesalers, and RIAs

Jun 2024 - Aug 2024

Taxable Fixed Income

Chicago, Illinois, United States

• Utilized Bloomberg Terminal and API BQL workbooks to track and compare real-time corporate and treasury bond rates to support bond traders in monitoring daily price fluctuations and liquidity risk, contributing to optimal investment opportunities • Researched prospective clients, analyzed municipalities’ portfolio holdings to identify and communicate cross selling opportunities, facilitating trading transactions that directly improved team performance and revenue growth

Jan 2024 - May 2024

International Equity Sales And Trading

Chicago, Illinois, United States

• Built financial models of the Equity Department’s revenue forecasts integrating modeling techniques acquired through my FMC Modeling Certificate to assist in the company’s international growth • Analytically assessed algorithmic trading strategies using Instinet’s transaction cost analysis software (TCA) to identify and eliminate underperforming algorithms to streamline trading performance and reduce fee-related costs • Leveraged advanced Excel skills by integrating monthly, quarterly, and yearly revenue targets into the Equity Daily Trading Report; provided performance assessments for each trader to engage and facilitate team growth

May 2023 - Dec 2023

Accountant

• Managed the firm’s Accounts Payable/Receivables process to complete various capital markets and investment banking transactions and accurately posted daily bank reconciliations and journal entries within QuickBooks • Responsible for running the automated Daily Trading Reports to the MDs, President, and firm CEO

Oct 2022 - May 2023
Team & coworkers

Colleagues at WINA

Other employees you can reach at wilson.com. View company contacts for 1031 employees →

2 education records

Ruby Olmos education

Bachelor'S Degree, Finance, General, Junior

Activities and Societies: ALPFA Loyola, Club Tennis, Rambler Investment Fund

High School Diploma

Activities and Societies: Student Council Parliamentarian, Athletic Training Student Aide, Varsity Girls Tennis State Recipient , Varsity.

FAQ

Frequently asked questions about Ruby Olmos

Quick answers generated from the profile data available on this page.

What company does Ruby Olmos work for?

Ruby Olmos works for WINA.

What is Ruby Olmos's role at WINA?

Ruby Olmos is listed as Director of Engagement at WINA.

Where is Ruby Olmos based?

Ruby Olmos is based in Chicago, Illinois, United States while working with WINA.

What companies has Ruby Olmos worked for?

Ruby Olmos has worked for Wina, Wilson Sporting Goods Co., Rambler Investment Fund, Morgan Stanley, and William Blair.

Who are Ruby Olmos's colleagues at WINA?

Ruby Olmos's colleagues at WINA include Teresa Nguyen, Mauri Carrió Aguilar, Jose Dick Gallegos, Ben Gannon, and Benjamin Donahue.

How can I contact Ruby Olmos?

You can use AeroLeads to view verified contact signals for Ruby Olmos at WINA, including work email, phone, and LinkedIn data when available.

What schools did Ruby Olmos attend?

Ruby Olmos holds Bachelor'S Degree, Finance, General, Junior from Loyola University Chicago.

What skills is Ruby Olmos known for?

Ruby Olmos is listed with skills including Analytical Skills, Microsoft Excel, Accounts Payable, Quickbooks, and Financial Accounting.

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